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April 2021

How to Use Social Media to Inform, Inspire, and Connect with Donors

April 5 @ 12:00 pm
Virtual

Brooke McMillan will be speaking on Social Media in Planned Giving.

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February 2021

Long-Distance Relationships: What to Do When You Can’t Travel

February 8 @ 11:00 am
Virtual

Planned giving is a relationship business, and that doesn’t stop when a donor commits to a bequest intention. With an average of twenty years between the time a donor makes a revocable bequest commitment and the time the gift matures, there is a lot of opportunity for a donor to fall OUT of love with your charity if the relationship isn’t managed properly.

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November 2020

Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts

November 9, 2020 @ 11:00 am
Rebecca Bibleheimer

The current tax law landscape has left us with a challenging and at times formidable tax planning environment. The silver lining of this situation is the fertile ground it provides for charitable planning and the opportunity for philanthropic individuals to make their important legacy gifts.

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September 2020

The SECURE and CARES Acts: Strategies for Planned Giving

September 28, 2020 @ 11:00 am
Cindy Atmar

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions. As professionals who work with donors and clients to help them achieve their philanthropic and legacy goals, we need to understand these changes and how they might affect our clients’ and donors’ decisions around philanthropy.

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August 2020

Gifts Gone Bad: Can you REALLY draft to preserve charitable intent?

August 31, 2020 @ 11:00 am
Susan Staricka

Perspectives from a former State Charity Official

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April 2020

The SECURE Act – Strategies for Planned Giving

April 6, 2020 @ 11:00 am - 12:00 pm
Cindy Atmar

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions.

Find out more »

February 2020

Leaving a Legacy: A New Look at Planned Giving Donors

February 3, 2020 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Sarah W. Williams

This presentation will focus on findings received from Giving USA’s Special Report, “Leaving a Legacy: A New Look at Planned Giving Donors.” Sarah chaired the Giving USA Foundation’s committee responsible for publishing the report and will highlight and discuss findings around:

Who is most likely to make a planned giving and their motivations
The importance of building lifelong, personal relationships with current and future donors
The benefit of receiving planned gifts of all sizes and how to engage different types of donors

Sarah will also highlight analytics Marts & Lundy uses to segment prospect populations and forecast opportunity in the context of planned giving and the “Leaving a Legacy” report.

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December 2019

Fueling Your Mission: Capitalizing on Gifts of Oil & Gas

December 9, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Joe Hancock

As drilling technologies have made significant breakthroughs, oil and gas production has increased dramatically over the past two decades, allowing production in states where none existed previously. Approximately 34 states now realize substantial mineral production each year, creating opportunities for philanthropy that were not formerly available. Attendees will learn from the experiences of an organization that has almost ninety years of minerals management exclusively for nonprofit organizations. This session will equip gift planners to cultivate and close gifts of oil and gas interests, discuss ongoing management of these assets, address the applicability of partial interest and unrelated business income rules, and clarify environmental and valuation issues.

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November 2019

Gifts of Real Estate

November 4, 2019 @ 11:30 am - 1:00 pm
Truluck’s – Rsearch Blvd., 10225 Research Blvd.
Austin, TX 78759 United States
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James Mayo

Real estate represents a significant portion of the country’s wealth. As such, it should be considered as an asset class for a potential charitable gift. Structured properly, a charitable gift of real estate can not only serve a donor’s philanthropic goals but also provide significant tax benefits and, under the right circumstances, increased cash flow. Let’s discuss the various ways to give real estate and explore the benefits and issues of each.

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August 2019

The Central Texas Social Eco-System & You

August 26, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Ann Starr

Speaker: Ann Starr, Director of Learning and Leadership with Mission Capital Presentation Title: The Central Texas Social Eco-System & You Description of Presentation: The social sector in Travis and surrounding counties represents a complex and dynamic collection of nonprofits, institutional funders, individual philanthropists, social venture investors, socially-minded businesses and much more....including you! Join us for this interactive session to learn more about the ins and outs of the local social sector "eco-system" while also getting to know more about your…

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